Walmart (WMT) is one of the top stock options for US retailer companies, especially in the grocery branch. It is also thriving in Canada, with the company recently announcing a $4.51 billion investment into new stores across the country. While WMT stock has fallen in the past week after conservative 2026 guidance in its latest earnings report, the company’s shares are beginning a sluggish rebound. Now, investors are eyeing $110 as the next level for value.
Most analysts are bullish on WMT stock in 2025, therefore, the recent dip may be a buying opportunity. Former Walmart U.S. CEO Bill Simon recently said the retailer’s recent stock sell-off creates a major opportunity for investors. “I absolutely thought their guidance was pretty strong given the fact that… nobody knows what’s going to happen with tariffs,” he told CNBC’s “Fast Money” last week. “The big guys, Walmart, Costco, Target, Amazon… have the supply and the sourcing capability to mitigate tariffs by redirecting the product – bringing it in from different places [and] developing their own private labels. Those guys will figure out tariffs.”
Walmart Q4 2024 Earnings Reveal Top Numbers Compared to Other Grocers
Further, Walmart’s Q4 2024 earnings report also showed promising signs in terms of sales, proving why the company was a top grocery option last year. The company reported sales growth of 5.2% in fiscal Q4 2025, along with a 9.4% adjusted operating income growth in constant currency. Additionally, Unit volumes and transaction counts were up across all its markets in the first three quarters of the year, reflecting its healthy top line. With low prices and high sales, WMT is at the top of the grocery sector, making it a top stock choice in that area, ahead of retailers like Target and others.
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Now that the dip appears to be reversing, investors who swooped in before last weekend and at the start of this week may start seeing small profits. However, the company expects to have another great year like 2024, meaning more rises may be on the horizon. The future dips may be at higher points, giving more chances to buy into Walmart stock. However, 2025 looks as promising as ever, especially with Q1 2025 results looming. Positive results throughout 2025 could also revise the company’s 2026 outlook, bringing even more momentum to WMT stock.
Of the 4 analysts surveyed by CNN, 88% currently hold a buy rating. Additionally, only 2% are calling to sell, with 10% urging investors to hold. Moreover, Citi has recently increased its price target for the stock, upping the figure to $110 from $98, which may be breached any day now.